See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,749 | $71,883-36.4% | $86,677-47.2% | $68,494-33.2% |
| Participation rate | 90.2% | 72.2%+18.0pp | 76.6%+13.6pp | 67.9%+22.3pp |
| Annual return | -15.16% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,889 | $2,173-13.0% | $2,836-33.4% | $2,596-27.2% |
| Participant deferral / active EE | $2,381 | $3,779-37.0% | $4,656-48.9% | $4,027-40.9% |
| Admin fee / account holder | $2,487 | $6,112-59.3% | $7,493-66.8% | $5,403-54.0% |